Hosted by: Roccy DeFrancesco, JD, CAPP, CMP
Key Note Speaker: Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM 

The following is a very interesting and eye-opening webinar on Structured Notes. Being able to offer “custom” Structured Notes to clients is a great way to differentiate yourself from the competition. Also, many clients will like the dual directional buffered notes that can generate a positive return in both a DOWN and UP markets. If you have further questions or want to learn more, email roccy@advisorsharewm.com.

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